Your beneficiary designations are a very important part of your estate planning. They are also very easy to forget about when you’ve had life changes. A common misconception is that once you have an
According to a survey by AARP, 60% of Americans do not have an estate plan in place. I am not surprised. Estate planning is so important, yet so many people do not understand why they need a
I just returned from a wonderful much-needed girls’ weekend away with my high school girlfriends. It was the first time I left both of my children overnight with my husband. Of course, two days before I
As most of you know, my family moved from our beloved home in Ann Arbor, Michigan to the Dallas area in 2015 for my husband’s job as Senior Counsel for Toyota. It was a wonderful opportunity for
Every individual and every family has their own issues. As part of your estate planning, you should strive for an iron clad plan that helps minimize disputes among family and friends after your death. Here a few ways to avoid inheritance disputes.
When setting up Revocable Living Trusts, married couples can either have separate Trusts for each spouse or one Joint Trust. Absent complex tax planning needs (as would be the case if, for example,
Years ago, I once worked with a divorced woman who had no children, but a beloved dog at home. She wanted her entire sizable estate to be split between a girlfriend of hers and her dog so we included a
A few weeks ago, I discussed choosing a guardian for your children and listed a few factors to take into account in deciding who should be the best guardian(s) for your children. However, it is not always that
When your child turns 18 and is away at college, you might not realize that you won’t have the ability to talk to the school or the hospital or the doctors in the event your child has a medical emergency due to the Privacy Rule of the Health Insurance Portability and Accountability Act (HIPAA).
I want to be as accessible as possible, especially to those of you who simply do not know where to begin. Maybe you just have general questions that you have been meaning to Google or ask an estate planning attorney but never get around to it. I get it – it’s time-consuming and overwhelming to get